Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,099 | $209,336-65.6% | $197,124-63.4% | $137,256-47.5% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 15.51% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,959 | $6,591+5.6% | $6,227+11.8% | $4,156+67.5% |
| Participant deferral / active EE | $5,218 | $9,614-45.7% | $9,135-42.9% | $6,407-18.6% |
| Admin fee / account holder | $1,253 | $17,308-92.8% | $16,298-92.3% | $12,270-89.8% |